CWP
CFM Wealth Partners’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,715
| Closed | -$229K | – | 141 |
|
|
2024
Q4 | $229K | Sell |
5,715
-275
| -5% | -$11K | 0.04% | 128 |
|
|
2024
Q3 | $327K | Sell |
5,990
-232
| -4% | -$12.7K | 0.06% | 117 |
|
|
2024
Q2 | $330K | Buy |
6,222
+650
| +12% | +$34.5K | 0.06% | 123 |
|
|
2024
Q1 | $323K | Sell |
5,572
-1,845
| -25% | -$107K | 0.06% | 125 |
|
|
2023
Q4 | $407K | Sell |
7,417
-542
| -7% | -$29.7K | 0.09% | 124 |
|
|
2023
Q3 | $410K | Buy |
7,959
+574
| +8% | +$29.6K | 0.11% | 112 |
|
|
2023
Q2 | $393K | Sell |
7,385
-81
| -1% | -$4.31K | 0.1% | 128 |
|
|
2023
Q1 | $409K | Buy |
7,466
+759
| +11% | +$41.6K | 0.11% | 119 |
|
|
2022
Q4 | $338K | Sell |
6,707
-260
| -4% | -$13.1K | 0.1% | 127 |
|
|
2022
Q3 | $306K | Buy |
6,967
+149
| +2% | +$6.54K | 0.1% | 125 |
|
|
2022
Q2 | $352K | Sell |
6,818
-138
| -2% | -$7.13K | 0.11% | 127 |
|
|
2022
Q1 | $443K | Hold |
6,956
| – | – | 0.11% | 121 |
|
|
2021
Q4 | $396K | Hold |
6,956
| – | – | 0.09% | 127 |
|
|
2021
Q3 | $400K | Hold |
6,956
| – | – | 0.1% | 123 |
|
|
2021
Q2 | $440K | Sell |
6,956
-110
| -2% | -$6.96K | 0.12% | 108 |
|
|
2021
Q1 | $452K | Buy |
7,066
+172
| +2% | +$11K | 0.14% | 104 |
|
|
2020
Q4 | $383K | Sell |
6,894
-75
| -1% | -$4.17K | 0.12% | 103 |
|
|
2020
Q3 | $327K | Buy |
6,969
+3,610
| +107% | +$169K | 0.12% | 104 |
|
|
2020
Q2 | $136K | Buy |
3,359
+1,215
| +57% | +$49.2K | 0.05% | 173 |
|
|
2020
Q1 | $63K | Buy |
2,144
+396
| +23% | +$11.6K | 0.03% | 242 |
|
|
2019
Q4 | $92K | Buy |
+1,748
| New | +$92K | 0.03% | 220 |
|